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About SRG

Succession Resource Group is a boutique succession consulting firm based in the Pacific Northwest, serving clients across the country. SRG was founded by David Grau Jr., MBA in 2012 after nearly a decade of helping advisors with valuation and succession planning. SRG's team of experts leverage their industry expertise, combined with best-in-class resources, to help advisors, agents, and accountants manage the equity in their businesses...

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5 min read

The Challenges in Succession Planning and How to Avoid Them

By David Grau Jr. on Feb 15, 2022 1:44:00 PM

Outlining strategic objectives and planning for the company’s future with a solid succession plan are both tasks that every business owner should undertake at some point. However, simply doing it doesn’t guarantee a successful transition plan; succession planning poses many challenges and potential pitfalls of which financial advisors need to be aware.

Topics: Succession Planning
5 min read

7 Steps to Successful Succession Planning

By David Grau Jr. on Feb 8, 2022 3:01:23 PM

 

7 Steps to Successful Succession Planning

The exact details of a succession planning process are determined by the size of the firm and the urgency with which successors need to be chosen. With an aging workforce, the need for speed is greater. It is less pressing when key positions are filled by younger executives.

Topics: Succession Planning
8 min read

Succession Planning and Management Process

By David Grau Jr. on Nov 10, 2021 9:11:25 AM

While financial advisors get paid for helping their clients make sound financial decisions and plan for retirement, they themselves are also faced with these same challenges in regards to their own practices. Premature death or accident are an unpopular topics under any circumstances, but nevertheless, they are subjects that need to be addressed so that loved ones and business interests are taken care of after death.

Topics: Succession Planning
5 min read

Powerful Succession Planning Tools You Need

By David Grau Jr. on Nov 5, 2021 3:00:40 PM

The creation of a succession plan for your business should not be considered an optional exercise. It’s a task that owners and executives must complete for the sake of their employees and shareholders. Think of it in terms of establishing a legacy for yourself.

Topics: Succession Resource Succession Planning
8 min read

Succession Planning 101: Steps and Processes

By David Grau Jr. on Jul 13, 2021 2:05:03 PM

All businesses, regardless of type and size, have an organizational structure that determines how the company is managed on a daily basis. While they may have all the right advisors in place for the current state of the business, it is important for organizations to make sure they have a plan in place to keep the business thriving long-term, regardless of who is at the helm. Succession planning, as both a concept and a strategy, establishes a framework for identifying and developing next-gen talent to replace the founder when she/he exits the business.

Topics: Succession Resource SRG Succession Planning Succession
5 min read

Should I Stay or Should I Go?

By Kristen Grau on Jun 9, 2020 10:37:25 AM

The market for advisor practices was set to be a record year in 2020 based on closing 2019 out on a high note, with valuations and deal terms as good as they have ever been. Fast forward three months and COVID-19 has eroded all these gains and left many advisors reeling and re-evaluating. As an advisor thinking of phasing out over the next few months or years, you are probably thinking, “Great, now what?”

Topics: M&A Seller sellers selling Buying & Selling prepare for sale Succession Planning mergers & acquisitions
3 min read

Succession Planning Help Is On The Way

By David Grau Jr. on Dec 19, 2019 10:20:37 AM

Change is hard. No one likes it. So it is no surprise that so many advisers avoid the subject of succession planning. Both a Cerulli Associates study and polling by the Financial Services Institute found that almost 60% of advisers have not yet identified a successor. Yet every year more advisers get closer to their inevitable transition. An estimated $2.3 trillion in assets is controlled by advisers over the age of 60.

Topics: advisor selling Succession Plan David Grau Jr Succession Resource advisors InvestmentNews SRG Blog Succession Planning Succession Resource Group